Start here: how Zero POS is laid out

New Sale is pinned first: it opens the till. See Make a sale.

Quick actions is a folder of jobs done between customers: Quick prints, New deal, Refund, Pending approvals, Stock-taking, Stock adjust and Mark tester or damaged.

Check-in is where you clock in and out. See Check in and out.

Customers, Invoices, Layaway and Gift cards open straight away.

Four folders hold the rest. Inventory: products, reorder, orders, transfers and suppliers. Treatments: the calendar, appointments, gift vouchers, the treatment menu and online booking.

Team: the rota, your availability, time off and building the rota (for those allowed). Marketing: offers by email, deals and Worth a call.

Dashboards (your own results, the company, shops, products, sellers and the competition), Reports, Accounting and Payroll.

Sellers usually see their own results under Dashboards and their pay under My salary.

Users, Targets, Locations, Settings and Activity history.

Settings is a page of tiles in groups (company, money, selling, printing and so on). Each setup guide names the tile it uses, for example Company info: name, time zone and tax or Receipt printer setup: Epson, browser or cloud.

Close day has its own row at the foot of the sidebar (on a phone, in the menu and on the bottom bar). It counts the takings and closes the day: see Close the day.

Below it, Collapse shrinks the sidebar to icons; tap it again to widen it.

On the left: the name of the screen you are on.

On the right: the bell (Notifications), the “?” button that opens the guide for the screen you are on, the gear for Settings (only if you can open it) and your initials, which open your avatar menu.

My profile: your password, language, sidebar order, passkeys and notifications. See Your profile.

Manager PIN: the PIN that approves sales below the minimum price, for those allowed to approve. See Below-minimum approvals.

Help centre opens these guides in a new tab. Switch workspace moves you to another business saved on this device (Work in more than one workspace). Sign out is last.

The sidebar only shows the screens your role lets you open. A folder with only one screen you can open shows as that screen on its own.

Cash & bank accounts and Payment methods only appear in Expert accounting mode: see Simple or Expert accounting.

If you need a screen you can't see, ask the owner: roles are explained in What each role can do.

Click a section heading (such as INSIGHTS) to fold that section away; click it again to unfold it.

To change the order of sections and rows, use the Your sidebar card in your profile. Only you see your order.

At the counter: Make a sale, Opening float: open the day and count the cash, Find an invoice and The customer file.

In the back office: Book an appointment, Products and stock, Prepare a deal for one customer and The rota.

Running the business: What each report answers, Read the Accounting overview and Company info: name, time zone and tax.